Capital Investment Advisors 13F: Adds $3.4M to HON Stake

Capital Investment Advisors grew its stake in Honeywell International Inc. HON by 15.8% during the quarter, according to a Form 13F filing filed with the Securities and Exchange Commission on October 22, 2026. The firm bought an additional 16,202 shares to bring its total holding to 119,037 shares. The value of the investment reached $25,109,746 at the close of the period. Honeywell closed at $218.31 on the filing date.

HON Honeywell International Inc.

$221.15 ▲ +9.11% year to date

1M 3M YTD

Daily close · Oct 23, 2026

What Changed in Capital Investment Advisors's Honeywell Position

The fund expanded its existing position in the industrial conglomerate by 15.8%, stepping up from 102,835 shares in the prior period. The newly added shares brought the total position value to over $25 million.

Other Institutional Activity in Honeywell

Other large investors adjusted their positions in the industrial firm around the same time. Sumitomo Mitsui DS Asset Management Company grew its holdings by 120,507 shares, ending with 287,407 shares worth about $60,625,633. Mirae Asset Securities sold out its entire stake, shedding 25,097 shares. Trust Co of Toledo Na opened a new position with 9,241 shares valued at about $1,949,296. E. Ohman J:or Asset Management also initiated a new stake, acquiring 11,410 shares worth roughly $2,406,825. Meanwhile, Midwest Trust reduced its holdings by 56,311 shares, leaving it with 50,839 shares valued at about $10,723,873.

Honeywell International Inc. Stock Up 3.0%

Honeywell recently traded around $221.25 as of October 24, 2026, sitting about 1.3% higher than its $218.31 close on the filing date. The stock trades above its 50-day moving average of $212.56 but remains below its 200-day moving average of $230.67. Over the past 52 weeks, shares have traded as low as $195.87 and as high as $260.28.

Recent Earnings

Honeywell reported trailing-twelve-month revenue of $37,743,001,600 alongside basic earnings of $20.17 per share. The company generated a net profit margin of 18.7% and a return on equity of 44.4%. Year-over-year revenue growth stood at -52.0%. The company's next earnings report is scheduled for release on January 28, 2027.

Dividend

Honeywell pays an annual dividend rate of $2.80 per share, yielding 1.28%. The payout ratio is 34.7% of earnings.

Insider Buying and Selling at Honeywell International Inc.

Company insiders also transacted in the stock prior to the filing. Officer Kenneth J West sold 17,032 shares on July 27, 2026, at an average price of $243.77, totaling $4,151,891. West later sold 316 shares on August 3, 2026, at $245.47 per share for a total of $77,569.

Analysts Set New Price Targets

Wall Street analysts maintain active coverage on the stock. JP Morgan maintained an Overweight rating on October 9, 2026, adjusting its price target to $240.00. Citigroup maintained a Buy rating on October 12, 2026, with a $270.00 target. RBC Capital maintained an Outperform rating on October 14, 2026, setting a $270.00 target. Mizuho maintained an Outperform rating on October 15, 2026, with a $255.00 target. Later, on October 23, 2026, Citigroup maintained a Buy rating and lifted its target to $271.00. Across 23 analyst opinions, the stock carries a consensus buy recommendation and a mean price target of $254.26.

About Honeywell

Honeywell International Inc. operates as a major industrial conglomerate headquartered in Charlotte, North Carolina. The company focuses on industrial automation, building automation, and energy and sustainability solutions for customers globally.

Bottom Line

Investors tracking Honeywell will want to monitor upcoming institutional reports and the next earnings release scheduled for late January 2027. The stock continues to draw steady attention from both large asset managers and Wall Street research firms.